Cornerstone Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cornerstone Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.07M	Sell	62,152 -6,716	-10%	-$350K	0.15%	140
2025 Q4	$3.77M	Sell	68,868 -3,385	-5%	-$180K	0.2%	114
2025 Q3	$3.89M	Sell	72,253 -2,241	-3%	-$119K	0.22%	106
2025 Q2	$3.9M	Buy	74,494 +813	+1%	+$40.2K	0.24%	100
2025 Q1	$3.67M	Buy	73,681 +2,763	+4%	+$139K	0.25%	95
2024 Q4	$3.43M	Buy	70,918 +1,922	+3%	+$92.9K	0.23%	97
2024 Q3	$3.13M	Buy	68,996 +1,879	+3%	+$82K	0.22%	98
2024 Q2	$2.76M	Sell	67,117 -400	-0.6%	-$16.5K	0.21%	106
2024 Q1	$2.84M	Buy	67,517 +2,444	+4%	+$96.5K	0.23%	98
2023 Q4	$2.45M	Sell	65,073 -5,865	-8%	-$203K	0.21%	106
2023 Q3	$2.35M	Buy	70,938 +2,114	+3%	+$72.8K	0.22%	105
2023 Q2	$2.32M	Buy	68,824 +5,590	+9%	+$182K	0.21%	111
2023 Q1	$2.03M	Buy	+63,234	New	+$2.2M	0.2%	112
2022 Q3	$1.79M	Sell	59,131 -1,240	-2%	-$41K	0.2%	105
2022 Q2	$1.9M	Sell	60,371 -2,568	-4%	-$88.8K	0.21%	103
2022 Q1	$2.41M	Sell	62,939 -20,207	-24%	-$790K	0.23%	87
2021 Q4	$3.25M	Buy	83,146 +10,041	+14%	+$395K	0.31%	74
2021 Q3	$2.74M	Buy	73,105 +5,603	+8%	+$210K	0.29%	79
2021 Q2	$2.48M	Buy	67,502 +672	+1%	+$24.6K	0.26%	85
2021 Q1	$2.28M	Buy	66,830 +28,927	+76%	+$929K	0.27%	80
2020 Q4	$1.12M	Sell	37,903 -7,528	-17%	-$201K	0.14%	146
2020 Q3	$1.09M	Sell	45,431 -7,245	-14%	-$176K	0.16%	124
2020 Q2	$1.22M	Sell	52,676 -36,436	-41%	-$827K	0.2%	105
2020 Q1	$1.85M	Buy	89,112 +6,066	+7%	+$167K	0.36%	54
2019 Q4	$2.56M	Buy	83,046 +361	+0.4%	+$10.6K	0.41%	49
2019 Q3	$2.31M	Sell	82,685 -10,184	-11%	-$281K	0.41%	51
2019 Q2	$2.57M	Buy	92,869 +2,452	+3%	+$66.4K	0.46%	43
2019 Q1	$3.13M	Sell	90,417 -2,331	-3%	-$60.2K	0.38%	61
2018 Q4	$2.22M	Sell	92,748 -2,127,100	-96%	-$55.2M	0.47%	39
2018 Q3	$84.6M	Sell	2,219,848 -396,592	-15%	-$11.1M	1.06%	18
2018 Q2	$97.9M	Buy	2,616,440 +2,520,887	+2,638%	+$69.5M	1.1%	12
2018 Q1	$2.58M	Buy	95,553 +10,553	+12%	+$304K	0.49%	39
2017 Q4	$2.41M	Buy	85,000 +435	+0.5%	+$11.7K	0.45%	41
2017 Q3	$2.22M	Buy	84,565 +2,220	+3%	+$55.4K	0.46%	37
2017 Q2	$2.06M	Buy	82,345 +3,934	+5%	+$93.4K	0.46%	38
2017 Q1	$1.83M	Buy	78,411 +4,199	+6%	+$101K	0.45%	39
2016 Q4	$1.75M	Buy	74,212 +3,514	+5%	+$75.4K	0.56%	28
2016 Q3	$1.36M	Buy	+70,698	New	+$1.46M	0.5%	35
2016 Q1	$770K	Buy	+37,488	New	+$714K	0.58%	34

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Wealth Management's XLF Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.8% in Q1 2026, selling an estimated $350K and leaving 62,152 shares worth $3.07M. The position accounts for 0.15% of the portfolio, ranked #140.

Cornerstone Wealth Management first reported a position in XLF in Q1 2016 and has held it in 39 quarters since. The position peaked at $97.9M in Q2 2018. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cornerstone Wealth Management held 62,152 shares of State Street Financial Select Sector SPDR ETF worth $3.07M as of Q1 2026.
Cornerstone Wealth Management sold 6,716 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $350K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Cornerstone Wealth Management's portfolio in Q1 2026, its #140 holding.
Cornerstone Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2016 and has held it in 39 quarters since.
Cornerstone Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $97.9M in Q2 2018.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.